The Power of Financial Advisory for CPAs and Bookkeepers
How can CPAs, bookkeepers, and accounting professionals turn financial statements into meaningful business advice?
In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Ruth King of Financially Fit Business to discuss how accounting professionals can expand beyond traditional tax and accounting services and provide greater value through financial advisory.
Ruth shares how financial statements, graphs, and financial trends can help business owners better understand the health of their companies and make smarter decisions. She also explains how CPAs and bookkeepers can identify clients who are good candidates for advisory services, communicate financial information more effectively, and help clients move from simply looking at numbers to actually understanding what those numbers mean.
Whether you’re a CPA, bookkeeper, tax professional, or accounting advisor, this conversation offers practical ideas for building stronger client relationships and helping business owners become more profitable.
Link to the classes: https://keap.page/rk139/cpe-financial…
Learn More about Financially Fit Business: https://financiallyfit.business/
Ruth King LinkedIn: / ruthking1
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